Frank Downing(@downingARK):To those worried about accelerated depreciation for GPUs, this is a great example of nearly 4 year old chips being rented out in a (likely) multi-year deal And the buyer is (likely) getting a great return too given these GPUs will power in-demand models at 60-70% GM to Anthropic

Frank Downing

@downingARK

Director of Research, AI & Cloud @ARKinvest Disclosure:

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Frank Downing@downingARK

2026.05.06 20:19

To those worried about accelerated depreciation for GPUs, this is a great example of nearly 4 year old chips being rented out in a (likely) multi-year deal And the buyer is (likely) getting a great return too given these GPUs will power in-demand models at 60-70% GM to Anthropic

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